A prominent boutique Wealth Management firm is seeking an ambitious and energetic young investment professional to join their team and assist and support the Wealth Managers with their day-to-day functions looking after the financial wellbeing of a portfolio of sophisticated high-net-worth ‘HNW” clients, with a view of becoming a fully-fledged Wealth Manager over time.
The successful incumbent will amongst others be responsible for:
• Wealth and Investment Management & Financial Planning Support
• Investment Research & Analysis
• Assist with reports, proposals and presentations
• Attending client meetings with Wealth Managers
• Client Liaison & Retention Management
• General administration
Requirements:
• B.Com, BBusSci or related degree.
• CFP/CFA preferred or working towards the designation.
• FAIS Compliant.
• Experience within a Wealth & Investment firm, ideally dealing with HNW individuals.
• Experience working with Adobe, Salesforce and MS Office (Excel, PowerPoint, Word)
• Proficiency in Bloomberg, Iress and Morningstar.
• Passion for investments and Wealth Management.
• Strong analytical and quantitative skills.
• Excellent communication and interpersonal skills.
• Sharp analytical skills and a strong commercial awareness.
• Compliance-oriented mindset.
• Excellent team player.
• Can-do attitude.
• Strong work ethic, dynamic and ambitious.
Note: A candidate’s CV would under no circumstances be discussed / disclosed without the candidate’s explicit, prior consent.
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